DFX Intelligence
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Team lift-out
3 advisors left C••••• W••••• M••••••••• for C••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dustin Elliott Brutton | Scottsdale, Az | Jun 3, 2025 | Jun 11, 2025 |
| Kelly Elizabeth Meyer | Scottsdale, Az | Jun 3, 2025 | Jun 12, 2025 |
The rule
- Registrations ended
- Jun 3, 2025
- Registered next
- Jun 11, 2025 to Jun 12, 2025
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 23%
- Succession by the destination
- none on the tape